Alpha & Omega
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpha & Omega Financial provides advisory services to individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering portfolio management, financial planning, pension consulting, model portfolio selection, and third‑party administrator services for retirement plans. The firm prepares individualized investment policy statements, monitors portfolios, and may refer clients to third‑party managers and model portfolios for implementation.
The firm uses methods such as cyclical and fundamental analysis, modern portfolio theory, and quantitative analysis and generally pursues a long‑term trading orientation while documenting client risk tolerances and IPS objectives. Uncommonly for peers, nearly all of the firm’s reported assets under management are non‑discretionary, so the adviser typically obtains client authorization before effecting transactions and relies on third‑party managers for discretionary execution when used.
Alpha & Omega is notable for its affiliations with a trust company and with a law practice, and it integrates pension plan document preparation, Form 5500 filing, and related administrative services with its advisory offering, which the firm discloses as potential sources of conflicts. The firm also operates via fee‑sharing arrangements with third‑party managers, requires the use of particular custodians, and does not aggregate trades across client accounts—operational features that may influence trade execution and manager selection relative to many peers.
Client services
Expertise
Fee options
$0 - $999,999: 1.12% total fee (Altruist: 1.00% + A&O: 0.12%) $1,000,000 - $2,999,999: 1.02% total fee (Altruist: 0.90% + A&O: 0.12%) $3,000,000+: 0.87% total fee (Altruist: 0.75% + A&O: 0.12%) $0 - $249,999: 1.00% total fee (AssetMark: 0.64% + A&O: 0.36%) $250,000 - $500,000: 0.95% total fee (AssetMark: 0.61% + A&O:0.34%) $500,001 - $1,000,000: 0.85% total fee (AssetMark: 0.54% + A&O: 0.31%) $1,000,001 - $2,000,000: 0.75% total fee (AssetMark: 0.48% + A&O: 0.27%) $2,000,001 - $3,000,000: 0.65% total fee (AssetMark: 0.42% + A&O: 0.23%) $3,000,001 - $5,000,000: 0.55% total fee (AssetMark: 0.35% + A&O: 0.20%) $5,000,001+: 0.45% total fee (AssetMark: 0.29% + A&O: 0.16%) $0 - $999,999: 0.75% total fee (SEI: 0.00% + A&O: 1.00%) $1,000,000 - $2,999,999: 0.75% total fee (SEI: 0.00% + A&O: 0.75%) $3,000,000+: 0.50% total fee (SEI: 0.00% + A&O: 0.50%) $0 - $999,999: 0.75% total fee (SEI Private Trust Company: 0.50% + A&O: 0.25%) $1,000,000 - $2,999,999: 0.70% total fee (SPTC: 0.45% + A&O: 0.25%) $3,000,000+: 0.65% total fee (SPTC: 0.40% + A&O: 0.25%) $0 - $50,000: $60 annual fee for SEI Wealth Platform small accounts
Financial planning and pension consulting hourly fees range between $200 and $550 per hour
Account minimum: $10,000 (for retirement plan accounts); no minimum for model portfolio account services Fee-only: Financial planning fixed fees range from $100 to $100,000; pension consulting fixed fees range from $1,800 to $100,000
Main office
8580 La Mesa Blvd Ste 100
La Mesa CA 91942
Advisors at this office
3
Most active in
California · Colorado · Louisiana · New York · Texas
Also doing business as
Alpha & Omega · Alpha & Omega Financial Management Consultants, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Wesley S
Series 65
La Mesa, CA
Alpha & Omega
Wesley Schevers is a Series 65-registered financial advisor with Alpha & Omega Financial Management Consultants, Inc., based in La Mesa, CA. He has four years of industry experience, including prior roles at PenChecks Trust and Leafhouse Financial Advisors. Outside of finance, he is involved in a flooring and contracting business that he co-manages with his father. Alpha & Omega provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and related administrative services. The firm employs methods such as cyclical and fundamental analysis and generally maintains a long-term trading orientation, with most assets managed on a non-discretionary basis.
Athanasios P
Series 65
La Mesa, CA
Alpha & Omega
Athanasios Preovolos is a financial advisor at Alpha & Omega with four years of industry experience. He holds a Series 65 designation and has worked at Alpha & Omega Financial Management Consultants since 2022. In addition to his advisory role, he is an attorney with Preovolos Lewin, ALC, a law practice he has been affiliated with since 1993. Alpha & Omega Financial provides advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, pension consulting, and administrative services, using methods such as cyclical and fundamental analysis and modern portfolio theory, with a focus on non-discretionary asset management.
Fiel B
Series 65
La Mesa, CA
Alpha & Omega
Fiel Barrow is a financial advisor at Alpha & Omega with 10 years of industry experience. He holds the Series 65 designation and has worked at Alpha & Omega Financial Management Consultants, Inc. since 2017, following a year at RJ Patterson Capital Investment Group, Inc. Alpha & Omega Financial provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, pension consulting, and retirement plan administrative services, using methods such as cyclical and fundamental analysis and modern portfolio theory, with a primarily non-discretionary approach.
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